Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 27,045 shares of XMHQ stock, worth $2.72 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
27,045
Previous 11,550
134.16%
Holding current value
$2.72 Million
Previous $1.27 Million
106.45%
% of portfolio
0.22%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding XMHQ
# of Institutions
313Shares Held
33.7MCall Options Held
500Put Options Held
100K-
Lpl Financial LLC Fort Mill, SC4.6MShares$463 Million0.23% of portfolio
-
Stifel Financial Corp St. Louis, MO1.54MShares$155 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.5MShares$151 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.5MShares$150 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.25MShares$125 Million0.12% of portfolio